DUKE ENERGY CORP NEW

DUK Q1 2026 institutional ownership snapshot shows 2,365 holders with $68.4B aggregate value, but every top holder is flagged NEW with no prior-quarter shares, indicating this security's institutional comparison data may be new or partially reported this quarter (previousQuarter is 2026-01-06 rather than the standard 2025-12-31). Largest holders by value: BlackRock ($9.1B, 69.3M shares), Vanguard Capital Management ($6.6B, 50.5M shares), State Street ($5.8B, 44.5M shares), Geode Capital ($2.6B, 20.0M shares), Vanguard Portfolio Management ($2.6B, 20.1M shares), MassFinancial ($1.9B, 14.4M shares), Morgan Stanley ($1.7B, 12.7M shares), FMR/Fidelity ($1.4B, 10.8M shares), Franklin Resources ($1.4B, 10.4M shares), Bank of America ($1.2B, 9.3M shares), Charles Schwab ($1.2B, 9.1M shares), RBC ($1.0B, 7.9M shares), GQG Partners ($1.0B, 7.8M shares), Northern Trust ($964M, 7.4M shares), Wellington Management ($866M, 6.6M shares), Nuveen ($843M, 6.4M shares), Legal & General ($809M, 6.2M shares), Goldman Sachs ($702M, 5.4M shares), BNY Mellon ($643M, 4.9M shares), Invesco ($632M, 4.8M shares). Vanguard total passive_index exposure: ~$9.3B across three entities. No change data (topBuyers, topSellers empty). Cannot determine whether holders are accumulating, trimming, or maintaining prior positions. The 75.50 whaleScore reflects AUM on a regulated utility with stable, bond-like institutional demand. Smart-money-signal read: neutral by default. The holder set (GQG, Capital Research Global, MassFinancial, Wellington, Franklin) shows Duke Energy retains interest from active equity managers that typically seek regulated-utility steady-income exposure, alongside the traditional passive/Vanguard/State Street core. With no directional change data, no conclusion can be drawn about accumulation trends.